06 Apr Release – 5 April 2016

Posted at 07:57h in Recent Updates by

Small changes including:

  • Brand product
  • Leap year for IRR
  • ABSA statement upload format
  • Small technical changes

Product sponsor access

The product sponsor can now get access to the system by loading a contact person on the sponsor company and making him a system user. He then can see all the investors invested in the product with view only rights to the investor account details.

New quote process

You can create a branded quote per product for a potential investor. System can generate an application for and the quote document with fact sheet etc as attachments. These quotes are branded per product. These are emailed to the investor for signature.

Once the quote is signed and sent back the quote can be converted into an active account without needing to load the investor and investment details again.

* Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Last Updated on 10 years ago by Walther